Prospect Insights - Add a filter for Primary Constituent Code

Our Organization is made of 15 schools all sharing one instance of RE. We have data security at the primary constituent code level. As it is right now the prospect insights is showing all data for all schools. Having filters would make this tool useable for us.

  • Leona Sawyer
  • Sep 15 2025
  • Planned
  • Attach files
  • Guest commented
    September 16, 2025 16:17

    This is mission critical for systems that use RE! It is virtually ineffective for our system of schools to leverage the robust data as it is set up now.

  • Spring Velazquez commented
    September 16, 2025 15:56

    when you have multi unit organizations (thinking hospitals, schools, universities) there must be a way to keep a prospect pool within a unit or department. Current security in NXT does not offer any type of separation in the roles or security setup. This needs to be rectified

  • Amanda Miller commented
    September 16, 2025 15:42

    Adding a filter would make this feature much more efficient and user-friendly, especially for our organization. While we currently assign a “fundraiser” and then filter to see our own portfolios, it would be far more time efficient to open the Prospect Insights tab and immediately see only our own school's list. A filter would eliminate the need to click through the full (and lengthy) list and therefore, streamline the process of identifying new or unassigned prospects and then getting them assigned to the appropriate fundraiser. Thank you!

  • Leona Sawyer commented
    September 15, 2025 12:15

    Our organization is